HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$593K
3 +$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Sector Composition

1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BEN icon
551
Franklin Resources
BEN
$16.8B
$765 ﹤0.01%
32
+5
KTOS icon
552
Kratos Defense & Security Solutions
KTOS
$10.3B
$760 ﹤0.01%
10
SCHA icon
553
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$759 ﹤0.01%
27
WBS icon
554
Webster Financial
WBS
$11.6B
$756 ﹤0.01%
12
FIVE icon
555
Five Below
FIVE
$11.9B
$754 ﹤0.01%
4
+1
EXEL icon
556
Exelixis
EXEL
$12.8B
$746 ﹤0.01%
17
AFRM icon
557
Affirm
AFRM
$22.6B
$745 ﹤0.01%
10
+3
HOLX
558
DELISTED
Hologic
HOLX
$745 ﹤0.01%
10
GIS icon
559
General Mills
GIS
$17.7B
$744 ﹤0.01%
16
+4
OMF icon
560
OneMain Financial
OMF
$6.23B
$744 ﹤0.01%
11
-1
FHN icon
561
First Horizon
FHN
$11.3B
$741 ﹤0.01%
31
SEIC icon
562
SEI Investments
SEIC
$11B
$739 ﹤0.01%
9
-1
WEC icon
563
WEC Energy
WEC
$36.4B
$739 ﹤0.01%
7
GGG icon
564
Graco
GGG
$12.7B
$738 ﹤0.01%
9
HAS icon
565
Hasbro
HAS
$13.5B
$738 ﹤0.01%
9
MOG.A icon
566
Moog Inc Class A
MOG.A
$9.94B
$731 ﹤0.01%
3
VRSN icon
567
VeriSign
VRSN
$26.7B
$729 ﹤0.01%
3
RPM icon
568
RPM International
RPM
$12.6B
$728 ﹤0.01%
7
-1
AR icon
569
Antero Resources
AR
$11.5B
$724 ﹤0.01%
21
+6
RMD icon
570
ResMed
RMD
$29.4B
$723 ﹤0.01%
3
-1
LEN icon
571
Lennar Class A
LEN
$21B
$720 ﹤0.01%
7
LECO icon
572
Lincoln Electric
LECO
$14.6B
$719 ﹤0.01%
3
FTV icon
573
Fortive
FTV
$18B
$718 ﹤0.01%
13
+2
LYV icon
574
Live Nation Entertainment
LYV
$39.6B
$713 ﹤0.01%
5
-2
EXAS
575
DELISTED
Exact Sciences
EXAS
$711 ﹤0.01%
7
+4